SYM vs. NGEX.TO
SYM (Symbotic Inc) and NGEX.TO (NGEx Minerals Ltd) are both stocks. SYM operates in Specialty Industrial Machinery (Industrials), while NGEX.TO operates in Other Industrial Metals & Mining (Basic Materials). Over the past 5 years, SYM returned 33.12%/yr vs 100.50%/yr for NGEX.TO. At a 0.09 correlation, their price movements are largely independent.
Performance
SYM vs. NGEX.TO - Performance Comparison
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Different Trading Currencies
SYM is traded in USD, while NGEX.TO is traded in CAD. To make them comparable, the NGEX.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SYM achieves a -30.03% return, which is significantly lower than NGEX.TO's 1.77% return.
SYM
- 1D
- -2.80%
- 1M
- -16.29%
- YTD
- -30.03%
- 6M
- -32.23%
- 1Y
- 48.63%
- 3Y*
- -3.92%
- 5Y*
- 33.12%
- 10Y*
- —
NGEX.TO
- 1D
- 6.56%
- 1M
- -12.32%
- YTD
- 1.77%
- 6M
- 4.46%
- 1Y
- 71.50%
- 3Y*
- 56.05%
- 5Y*
- 100.50%
- 10Y*
- —
SYM vs. NGEX.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SYM Symbotic Inc | -30.03% | 150.95% | -53.81% | 329.90% | 19.40% | -3.38% |
NGEX.TO NGEx Minerals Ltd | 1.77% | 100.03% | 72.67% | 138.13% | 56.57% | 210.79% |
Correlation
The correlation between SYM and NGEX.TO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.09 |
The correlation between SYM and NGEX.TO shifts across timeframes, from 0.08 (5 years) to 0.25 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SYM:
$5.59B
NGEX.TO:
CA$5.77B
SYM:
$0.09
NGEX.TO:
-CA$0.63
SYM:
5.44
NGEX.TO:
9.07
SYM:
$2.52B
NGEX.TO:
CA$0.00
SYM:
$501.51M
NGEX.TO:
-CA$36.44K
SYM:
$16.80M
NGEX.TO:
-CA$134.74M
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Return for Risk
SYM vs. NGEX.TO — Risk / Return Rank
SYM
NGEX.TO
SYM vs. NGEX.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symbotic Inc (SYM) and NGEx Minerals Ltd (NGEX.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SYM | NGEX.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 2.33 | -1.41 |
| Martin ratioReturn relative to average drawdown | 1.71 | 5.79 | -4.08 |
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Drawdowns
SYM vs. NGEX.TO - Drawdown Comparison
The maximum SYM drawdown since its inception was -72.46%, which is greater than NGEX.TO's maximum drawdown of -68.12%. Use the drawdown chart below to compare losses from any high point for SYM and NGEX.TO.
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Drawdown Indicators
| SYM | NGEX.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.46% | -68.12% | -4.34% |
Max Drawdown (1Y)Largest decline over 1 year | -52.76% | -30.80% | -21.96% |
Max Drawdown (3Y)Largest decline over 3 years | -72.46% | -30.80% | -41.66% |
Max Drawdown (5Y)Largest decline over 5 years | -72.46% | -68.12% | -4.34% |
Current DrawdownCurrent decline from peak | -52.31% | -18.14% | -34.17% |
Average DrawdownAverage peak-to-trough decline | -28.11% | -19.44% | -8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.52% | 12.38% | +16.14% |
Volatility
SYM vs. NGEX.TO - Volatility Comparison
The current volatility for Symbotic Inc (SYM) is 19.63%, while NGEx Minerals Ltd (NGEX.TO) has a volatility of 26.50%. This indicates that SYM experiences smaller price fluctuations and is considered to be less risky than NGEX.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SYM | NGEX.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.63% | 26.50% | -6.87% |
Volatility (6M)Calculated over the trailing 6-month period | 44.76% | 46.12% | -1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 90.71% | 58.60% | +32.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.15% | 63.39% | +40.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 101.53% | 72.51% | +29.02% |
Dividends
SYM vs. NGEX.TO - Dividend Comparison
Neither SYM nor NGEX.TO has paid dividends to shareholders.
Financials
SYM vs. NGEX.TO - Financials Comparison
This section allows you to compare key financial metrics between Symbotic Inc and NGEx Minerals Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SYM and NGEX.TO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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